Copper + Text Request

Create or update Text Request contacts for new Copper persons

Effortlessly keep your Copper and Text Request contacts up to date with this seamless automation. When a new person is added in Copper, this workflow will create or update their contact information in Text Request. Stay organized and maintain accurate records by ensuring your contacts are consistently updated across both platforms.

Effortlessly keep your Copper and Text Request contacts up to date with this seamless automation. When a new person is added in Copper, this workflow will create or update their contact information in Text Request. Stay organized and maintain accurate records by ensuring your contacts are consistently updated across both platforms.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    TriggerInstant
  2. automatically do this!
    Text RequestText Request
    Create or Update Contact

    Creates a new contact or updates the name of an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

Related categories

  • CRM (Customer Relationship Management)

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text-request logo
text-request logo

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.
Learn moreHelp

Related categories

  • Phone & SMS